401(k) · DOL Form 5500 · 2022

Benchmark Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
169
Participants Small participant base
76th
Percentile by assets National rank
$110,885
Avg per participant Below avg balance/head
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Official DOL plan name: Benchmark Group 401(k) Plan · Sponsored by Benchmark Financial Group, Inc. · New York · Real Estate

$19M in assets, 169 participants

Benchmark Financial Group, Inc.'s Benchmark Group 401(k) Plan reported $19M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,486 in Real Estate (5,057 peers)

Coverage in New York

Benchmark Group 401(k) Plan covers 169 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $19M.

#4,486
in Real Estate (5,057 peers)
-21.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Benchmark Group 401(k) Plan's outsized position by total assets

Benchmark Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,739,510 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Benchmark Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Benchmark Group 401(k) Plan sits mid-pack in the medium band (169 participants).

Plan-year Form 5500 strip

Filing strip 161220236 · Benchmark Financial Group, Inc. PY 2022 · 401(k)

Benchmark Group 401(k) Plan · $19M · 169 · 76th

  • PART $19M
  • TYPE 169
  • NET 76th
  • BOOK 401(k)
  • VS-ST near Inova Surgery Centers 401(k) Plan
  • BOY ind #4486

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in New York →

Benchmark Group 401(k) Plan in the asset neighbourhood

Benchmark Group 401(k) Plan$19MInova Surgery Centers 401(k) PlanInova Surgery Centers 401(k)…$19MGrossberg, Yochelson, Fox & Beyda Profit Sharing PlanGrossberg, Yochelson, Fox & …$19MCore Molding Technologies, Inc. 401(k) Retirement Savings PlanCore Molding Technologies, I…$19MTrim-Tex, Inc. Employees Profit Sharing PlanTrim-Tex, Inc. Employees Pro…$19M
End-of-year total assets ($M) among Benchmark Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN161220236
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Benchmark Financial Group, Inc.)

Sponsor-wide plan assets over time

All Benchmark Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.474227447782788% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.7M $22.8M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 169 $19M
2023 1 170 $20M
2024 1 167 $23M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Benchmark Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Benchmark Group 401(k) Plan, Total assets ($B): 0.01873951 · Participants: 169Benchmark Group 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Benchmark Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Benchmark Group 401(k) Plan side-by-side with 3 peers →

Benchmark Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Inova Surgery Centers 401(k) Plan in VA ($19M); by covered participants it is Growers Express LLC 401(k) Plan & Trust in TX (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Benchmark Group 401(k) Plan assets move in 2022? ▼
Benchmark Group 401(k) Plan declined sharply - down 21.6% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Benchmark Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benchmark Financial Group, Inc.'s sponsor-wide assets grew 21.5%, from $19M to $23M.
Where does Benchmark Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Benchmark Group 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Benchmark Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inova Surgery Centers 401(k) Plan in VA ($19M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Benchmark Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Growers Express LLC 401(k) Plan & Trust in TX (169 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161220236.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.